Capture phone numbers on shared Loom videos (qualify faster with clean tracking)

Before viewers press play on Loom, capture phone numbers with a Send gate and give them instant AI answers. Share one link, steer viewers with AI, and see who watched and what they asked.

When this is useful

• You share Loom demos and need contactable viewers
• You want instant answers inside the page
• You care about location, device, and time watched

Step‑by‑step

1. Add your Loom to Send
2. Require phone before playback
3. Add Suggested Questions

Why this is faster with Send

• AI Chat answers questions right away
• Suggested Questions focus attention on decisions
• Analytics show who viewed, device, location, time watched, and AI questions

What good looks like (QA checklist)

• Gate requires phone in addition to name and email
• Suggested Questions cover pricing and next steps
• Download/print disabled for sensitive docs
• Replace file used for updates without breaking the link

Troubleshooting & tips

• Viewer can’t play? Confirm gate settings and hidden‑until‑complete
• Low completion? Personalize links for known contacts
• Need booking or case studies? Attach an AI Profile

Integrations & automation (webhooks)

• Trigger on opens to update CRM via Clay, Zapier, or Make

Privacy/controls

• Require name, email, and phone before viewing
• Disable downloading and printing
• Replace files while keeping the same link

FAQ

• Can I require phone on the gate?
• What analytics will I see?
• Can I update the content without changing the link?